𝐌𝐚𝐫𝐤𝐞𝐭 𝐖𝐫𝐚𝐩 (𝐖𝐞𝐞𝐤 𝐞𝐧𝐝𝐞𝐝 𝟓/𝟏𝟐/𝟐𝟓)

Market on Mute, Who Hit Pause?

After last week’s slow jog, the 𝐒𝐓𝐈 mostly moved sideways this week, like a market catching its breath. Sentiment on the ground feels just as mixed. While the index held up reasonably well, a scan across both big caps and small caps tells a different story. Save for a handful of standouts, many counters were, frankly, quite meh.

Shopping Cart Full of Gains at DFIRG

And speaking of standouts, none shone brighter than 𝐃𝐅𝐈𝐑𝐆 𝐔𝐒𝐃 (𝐃𝟎𝟏). It surged from a week low of US$3.44 to a high of US$4.22 before settling at $4.10 as of Friday noon, chalking up an awesome 19% gain. On higher daily volume no less. No official news surfaced during the week based on the SGX announcement page, yet the surge was simply too shiny to ignore, like a firework going off in an otherwise quiet sky.

From Subtle to Stunning

Sharing the limelight this week was 𝐁𝐮𝐤𝐢𝐭 𝐒𝐞𝐦𝐛𝐚𝐰𝐚𝐧𝐠 (𝐁𝟔𝟏), which saw a price action almost mirroring DFI’s. Riding high daily volume, the stock surged from $4.23 to a 52-week high of $4.67 before easing slightly to close at $4.64 as of Friday noon. No official news surfaced in mainstream media. May not be a retail-popular stock, yet the rally was hard to miss.

Unabashedly Up, No Chill

Moving on to the small-cap space, last week I highlighted 𝐌𝐚𝐜𝐫𝐨𝐏𝐨𝐥𝐨 𝐌𝐚𝐫𝐢𝐧𝐞 (𝟓𝐋𝐘)’s slow and steady climb. This week, it’s still climbing, but definitely not subtly. If last week’s then-8-year high of $0.120 felt impressive, this week the stock unabashedly surged another 23%, refreshing that 8-year high to $0.148. At this pace, it looks set on aiming for the 9-year high of $0.20, like a climber eyeing the next peak with laser focus. It closed at $0.140 as of Friday noon.

Shipshape and Surging

Another small cap catching the “price surge bug” was 𝐒𝐚𝐦𝐮𝐝𝐞𝐫𝐚 𝐒𝐡𝐢𝐩𝐩𝐢𝐧𝐠 (𝐒𝟓𝟔). After a pullback in October, the stock bounced off the 200MA three times, and this week it finally broke into a meaningful surge, climbing from $0.915 to $0.970 (up 6%) before closing at $0.960 as of Friday noon. Like a ship finally catching the wind, it looks set to sail higher.

New Kids on the Block

The week also welcomed two new entrants to SGX, 𝐔𝐥𝐭𝐫𝐚𝐠𝐫𝐞𝐞𝐧 𝐀𝐈 (𝐔𝐋𝐆) and 𝐈𝐧𝐟𝐢𝐧𝐢𝐭𝐲 𝐃𝐞𝐯𝐞𝐥𝐨𝐩𝐦𝐞𝐧𝐭 (𝐙𝐁𝐀). Ultragreen AI, priced at US$1.45 for its IPO, debuted at US$1.51 on Wednesday, spiked to a high of US$1.62, and eventually closed at US$1.44 as of Friday noon. Infinity Development, making its debut the same day via an all-placement IPO at $0.39 a share, traded within a fairly tight range of $0.38 to $0.40, before closing at $0.385 as of Friday noon. Both debuts added fresh energy to the market, like new sparks lighting up an otherwise steady week.

Cheers!

Dan

See Disclaimer

#weeklywrap #tradeSGX #danccs

===

If you think Dan can value add to your investment journey, click here: tinyurl.com/gotopoems

Disclaimer: tinyurl.com/dan-disclaimer

𝐌𝐚𝐫𝐤𝐞t 𝐔𝐩𝐝𝐚𝐭𝐞 *5/12/25*

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STI: 4535 (-19) | HSI: 25935 (+175) | Dow: 47850 (-32) | S&P:6856 (+7) | Nasdaq: 23505 (+51)

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*Bought the Dip, Waiting on the Reason*

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Wall Street tiptoed higher, with the S&P 500 squeezing out a small gain as traders sat on their hands ahead of key PCE inflation data that could steer next week’s Fed decision.

Jobless claims stole a bit of the spotlight, dropping to a three year low and flashing a still tight labor market. That keeps the inflation debate alive and makes Friday’s PCE print the real main event.

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Rate cut chatter also bubbled up again, helped along by fresh speculation that a more dovish Fed chair could take over in 2026. Add in upbeat forward guidance from Salesforce, and you get a market drifting higher, but waiting for the next real excuse to move.

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*Stock Watch Today!*

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Frankly, didn’t expect this. I was just mentioning a technical breakout in DFIRG USD 2 days ago, and *DFIRG USD* surged 26 cents to close at $3.93. I thought it would be a more gradual upswing, but well, I guess all ends well.

.

Anyway, sighted a technical surge in *Samudera Shipping* yesterday. Not sure how it pans out, but worth a look.

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Don’t expect a lot of impact, but always good to note. *CapitaLand Ascott Trust* and *Sheng Siong Group* have replaced *Olam Group* and *Yangzijiang Financial Holding* on the STI “reserve” list, following the December quarterly review. Good news for the former two, not so good for the latter two though.

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Good to note that *SIA* is going XD at 8c today. So don’t be too alarmed if you saw it drop by that magnitude. Vested investors can expect this payout on 24 Dec, just nice for Xmas. Can take it as a Xmas gift 😂.

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*SGX Research Vault*

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⭐ *Highlights of the 30 Most Traded Non-STI Stocks in 2H25*

https://www.sgx.com/research-education/market-updates/20251204-highlights-30-most-traded-non-sti-stocks-2h25

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===

*Happening Today*

SG XD:

— SIA: SGD 0.05 + SGD 0.03 Special

SG:

— Retail Sales

JP:

— Household Spending

EU:

— GDP

US:

— Core CPI / Factory Orders / Michigan Inflation Expectations

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*US Stock News*

— *Salesforce* rose after the software company lifted its fiscal 2026 revenue and adjusted income guidance.

Underpinning the upbeat outlook were projections for strong growth in demand for the group’s AI-enhanced agent platform, especially among its enterprise clients.

— *Five Below* climbed after the value retailer reported third-quarter earnings that significantly beat analyst expectations, driven by robust comparable sales growth and successful store expansion.

— *Snowflake* dropped sharply after the cloud-based data storage stock provided a slightly disappointing outlook for its product revenue growth for the January quarter.

— *Meta Platforms* rose 3% after Bloomberg News reported that Meta is expected to make up to 30% budget cuts for its Metaverse initiative. The update comes as Brussels opened a new antitrust investigation into the tech giant over its rollout of artificial intelligence features in WhatsApp, the European Commission said on Thursday, reflecting rising scrutiny of Big Tech’s use of generative AI.

— *Kroger Company* fell after reporting third-quarter revenue that missed Wall Street estimates.

*After-hours movers:*

— *Hewlett Packard Enterprise* fell after it’s quarterly revenue trailed estimates and it gave disappointing guidance. Revenue for the quarter came in at $9.7 billion versus the consensus estimate of $9.9 billion.

— *Ulta Beauty* rose after it delivered strong quarterly EPS and revenue and raised guidance. Ulta Beauty reported Q3 EPS of $5.14, $0.62 better than the analyst estimate of $4.52. Revenue for the quarter came in at $2.86 billion versus the consensus estimate of $2.7 billion.

— *Docusign* fell despite quarterly figures that came in above estimates. Revenue for the quarter came in at $818.4 million versus the consensus estimate of $807.09 million.

— *Rubrik* rose after publishing strong quarterly results. Rubrik reported Q3 EPS of $0.10, $0.27 better than the analyst estimate of ($0.17). Revenue for the quarter came in at $350.2 million, versus $320 million reported last year.

— *SoFi Technologies* fell 4% after it announced an underwritten public offering of $1.5 billion of shares of its common stock.

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===

*SG Stock news*

— *Sunpower*, through its Singapore subsidiary, will acquire a 15 percent stake in Xinneng Thermal Power for about RMB 30.2 million to strengthen its green investments portfolio and pursue long term synergies with Jining Group, with no material financial impact expected for FY2025.

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Sources:

www.sgx.com

www.investing.com

www.theedgesingapore.com

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Start your investment journey here:

https://tinyurl.com/gotopoems

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Cheers!

Dan

Disclaimer: https://tinyurl.com/dan-disclaimer

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#dailyupdate #tradeSGX #poems #danccs

Apple’s 1GT Bullish signal since Aug is still playing out and recently the price has cleared resistance at $280...

With strong momentum and trend structure in place, this move could still have legs, but is there more room to ride this move? 👀

📊 I’ve shared the full analysis and how to position with DLCs here - $APPLE 3xLongSG261006(MACW.SI) $APPLE 3xShortSG261006(PODW.SI)

https://joeychoy.beehiiv.com/p/aapl-hits-n...

We just wrapped up another SG market session where the team covered the latest STI outlook and broke down more than 15+ SG stocks using the 1GT (Pro) Indicator .

Some of the stocks featured today include Bumitama Agri, Singtel, Sembcorp Ind, CNMC Goldmine and many more...

And 2 bonus SG stock picks were revealed at the end, so make sure you catch that segment! 👀

📅 Watch the full replay here:

https://www.youtube.com/watch?v=3kzxkPxs57Q

$OCBC Bank(O39.SI) With Prices testing the 19.00 resistance, we could see prices break out of this psychological level to form a new support.

With 20d, 100d and 200d Moving averages still pointing up, the short term momentum appears to be aligned with the longer term trend.

2 1GT Bullish signals still in play, could we see a new 1GT Bullish signal soon, where the next target could be drawn toward the 20.00 level. Alerts set!

@sgsiasorg Calling all NetLink NBN Trust unitholders!

Join us for an exclusive briefing hosted by SIAS with NetLink’s management team. Gain key insights into FY25 highlights and discover what’s ahead for FY26. Don’t miss this opportunity to get your questions answered and stay informed.

Date: 9 July, Wednesday

Time: 12.00pm - 1.00pm SGT
Location: SIAS Training Room

Register now: https://bit.ly/3HK3V2r

#NetLinkNBNTrust #SIAS #InvestorBriefing

@sgsiasorg Calling all NetLink NBN Trust unitholders!

Join us for an exclusive briefing hosted by SIAS with NetLink’s management team. Gain key insights into FY25 highlights and discover what’s ahead for FY26. Don’t miss this opportunity to get your questions answered and stay informed.

Date: 9 July, Wednesday

Time: 12.00pm - 1.00pm SGT
Location: SIAS Training Room

Register now: https://bit.ly/3HK3V2r

#NetLinkNBNTrust #SIAS #InvestorBriefing

Struggling with investing? You’re not alone!

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https://www.youtube.com/live/-NvWbXAsY_o?s...
$DBS(D05.SI) $OCBC Bank(O39.SI) $UOB(U11.SI) $Singtel(Z74.SI)

https://youtu.be/1y-XDdqndwg
$DBS(D05.SI) $OCBC Bank(O39.SI) $Singtel(Z74.SI)

https://www.youtube.com/live/D7s1zMSE_x8?s...
$DBS(D05.SI) $OCBC Bank(O39.SI) $UOB(U11.SI) $Singtel(Z74.SI) $SGX(S68.SI)

Based on the provided chart for $Keppel DC Reit(AJBU.SI), here is a technical analysis:

• Long-Term Trend: The stock has been in a clear long-term uptrend since early 2023, as indicated by the consistently rising 200-day Moving Average (MA) (green line).


• Recent Price Action (Late 2025): After peaking around S$2.40, the price has experienced a significant pullback.


• Key Support Test: The current price action (at S$2.25) is testing the critical support level of the 200-day MA (green line). The horizontal dashed line at S$2.25 coincides with this MA, making this a pivotal point.


• Historically, the 200-day MA has provided strong support (e.g., circled areas in late 2024 and mid-2025), leading to subsequent rallies.


• Moving Average Crossover: The 50-day MA (blue) and 20-day MA (red) have both crossed and trending down, A, signaling a recent shift to a short-term bearish trend or a deeper correction.


• Conclusion: The stock is at a crucial juncture. A rebound from the S$2.25 support level could signal a continuation of the long-term uptrend. A decisive **break below** the S$2.25 level and the 200-day MA would likely confirm a more significant bearish trend reversal.

Based on the provided chart for $Frasers Cpt Tr(J69U.SI) (FCT):
The stock has been in a long-term uptrend since late 2022, defined by the ascending black trendline, which has consistently provided support (highlighted by orange/blue circles).

The price action suggests a consolidation phase in 2024 and 2025, largely trading between the S$2.22 support and a resistance around S$2.45 . The current price is near the S$2.22 support level and the 200-day Moving Average (green line), suggesting a key test. A bounce here would reinforce the long-term trend, while a break below may indicate a deeper correction.

Disclaimer: This is a technical analysis based solely on the provided chart and is not investment advice.

📈 Technically, Singapore REITs sector (FTSE ST REIT Index) is currently facing a tough resistance at 730 and forming a head and shoulder chart pattern with neckline support between 695-700.

🔥 Total Market Cap = S$98.2B (⬇️from S$101.1B Billion)
🎯 Average Price/NAV = 0.83 (⬇️ from 0.85)
🎯 Average Distribution Yield = 5.58% (⬆️ from 5.51%)
🎯 Market Cap Weighted Average Distribution Yield = 5.32% (⬆️ from 5.19%)
🎯 Average Gearing Ratio = 39.99% (⬆️ from 39.89%) 💹 Average Yield Spread (vs 10 years SG Gov yield) = 3.77% (⬇️ from 3.91%)

𝗕𝘂𝗹𝗹 / 𝗕𝗲𝗮𝗿 𝗖𝗮𝗹𝗹 𝗳𝗼𝗿 𝗦-𝗥𝗘𝗜𝗧 𝗦𝗲𝗰𝘁𝗼𝗿 (𝗜𝗻 𝗚𝗲𝗻𝗲𝗿𝗮𝗹):
🐮Valuation (17% discount to Market Fair Value)
🐮🐻Technical Momentum uncertain
🐮Interest Rate Direction (IF there is 25 bps cut in Dec 2025)
🐻US 10 Year Risk Free Rate @4.07% which has strong inversed correlation to REIT index.

More detail can be found here:
https://reitsavvy.com/insights/singapore-r...

#SingaporeREITs #MarketInsights #REITsavvy #REITInvesting #PassiveIncome #FinancialFreedom #SmartInvesting #DividendIncome #RetirementPlanning

$FSTAS351020(FSTAS351020.IN)‌ ‌ $LION-PHILLIP S-REIT(CLR.SI)‌ ‌ $CSOP iEdge SREIT ETF US$(SRU.SI)‌ ‌ $CSOP iEdge SREIT ETF S$(SRT.SI)‌ ‌ $UOB AP GRN REIT S$(GRN.SI)‌ ‌ $UOB AP GRN REIT US$(GRE.SI)‌ ‌ $BHG Retail Reit(BMGU.SI)‌ ‌ $CapLand IntCom T(C38U.SI)‌ ‌ $CapLand China T(AU8U.SI)‌ ‌ $Fortune Reit HKD(F25U.SI)‌ ‌ $Frasers Cpt Tr(J69U.SI)‌ ‌ $Lippo Malls Tr(D5IU.SI)‌ ‌ $Mapletree PanAsia Com Tr(N2IU.SI)‌ ‌ $StarhillGbl Reit(P40U.SI)‌ ‌ $IREIT Global(UD1U.SI)‌ ‌$Keppel Reit(K71U.SI)‌ ‌ $ManulifeReit USD(BTOU.SI)‌ ‌ $OUEREIT(TS0U.SI)‌ ‌ $Suntec Reit(T82U.SI)‌ ‌ $AIMSAMP Cap Reit(O5RU.SI)‌ ‌ $CapitaLand Ascendas REIT(A17U.SI)‌ ‌ $EC World Reit(BWCU.SI)‌ ‌ $ESR-REIT(J91U.SI)‌ ‌ $Frasers L&C Tr(BUOU.SI)‌ ‌ $Frasers L&I Tr AUD(BWQU.SI)‌ ‌ $Keppel DC Reit(AJBU.SI)‌ ‌ $Mapletree Ind Tr(ME8U.SI)‌ ‌ $Mapletree Log Tr(M44U.SI)‌ ‌ $Sabana Reit(M1GU.SI)‌ ‌ $Far East HTrust(Q5T.SI)‌ ‌ $CDL HTrust(J85.SI)‌ ‌ $CapLand Ascott T(HMN.SI)‌ ‌ $Frasers HTrust(ACV.SI)‌ ‌ $First Reit(AW9U.SI)‌ ‌ $ParkwayLife Reit(C2PU.SI)‌ ‌ $Dasin Retail Tr(CEDU.SI)‌ ‌ $NikkoAM-STC Asia REIT(CFA.SI)‌ ‌ $Sasseur Reit(CRPU.SI)‌ ‌ $Nikko AM STI ETF(G3B.SI)‌ ‌ $STI ETF(ES3.SI)‌ ‌$CapLand India T(CY6U.SI)‌ ‌ ‌$Acro HTrust USD(XZL.SI)‌ ‌ $Keppel Reit(K71U.SI)‌ ‌ $Prime US ReitUSD(OXMU.SI)‌ ‌ $Lendlease Reit(JYEU.SI)‌ ‌ $NikkoAM-STC Asia REIT(CFA.SI)‌ ‌ $ELITE UK REIT(MXNU.SI)‌ ‌ $UtdHampshReitUSD(ODBU.SI)‌ ‌ $STONEWEG EUROPEAN REIT(CWBU.SI)‌ $Cromwell Reit SGD(CWCU.SI)‌ ‌ $CapitaLandInvest(9CI.SI)‌ ‌ $Daiwa Hse Log Tr(DHLU.SI)‌ ‌ $DigiCore Reit USD(DCRU.SI)‌ ‌ $PARAGON REIT(SK6U.SI) $Stoneweg EUTrust EUR(SET.SI) $Stoneweg EUTrust SGD(SEB.SI) $ESR REIT(9A4U.SI) $Cent Accom REIT(8C8U.SI) $NTT DC REIT USD(NTDU.SI)